To provide the Segal team with the information needed to complete your 2019 tax return, please choose one of the following options below.
Please note, your information must be submitted to Segal by April 23, 2020, to ensure your tax return is filed in time without incurring any penalties.
Direct Online Submission
Step 1: Click the link below to access and complete your 2019 tax organizer.
Step 2: Complete the relevant sections of the document.
Note: After online completion, you will receive a verification email to complete signing. Please confirm once received.
Step 3: Gather and scan your tax slips and any requested supporting documents for all taxpayers.
Step 4: Upload any supporting documents you have to our secure portal here. When uploading your file, please put your first and last name in the file name.
Downloading the Tax Package
If you choose to fill in the organizer by hand, you may do so by downloading it below.
Please fill it in with a black or blue ink pen and mail back to us at:
Segal LLP
York Mills Centre
4101 Yonge St., Suite 502
Toronto, ON M2P 1N6
Please include any required supporting documents, which we encourage you make a copy of and keep for your records.
Alternatively, you can download the organizer, complete, attach digital copies of your supporting documents, and upload to our secure portal here. When uploading your file, please put your first and last name in the file name.
Once we have received your information, we will call to confirm and/or clarify information as necessary. In the interim, please do not hesitate to contact us with any questions or inquiries.
Please note:
Questions? Contact us!
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